Shulou(Shulou.com)12/24 Report--

Thanks to CTOnews.com netizens and soft media users for 1520111 clue delivery! CTOnews.com December 13 news, TSMC and Samsung both plan to start mass production of 2nm process chips in 2025, and the early battle between the two sides has begun. It emerged yesterday that Qualcomm plans to transfer some of its orders for the next generation of high-end mobile phone chips to Samsung 2nm technology.

Liu Deyin, chairman of TSMC, said today that customers are looking for technical quality in response to rumors that Samsung is grabbing TSMC 2nm orders at a discount, according to Taiwan's Central News Agency.

Photo Source: Samsung Electronics UK Financial Times reported that TSMC has shown 2nm process prototype test results to Apple, Nvidia and other major customers, while Samsung has also followed suit to launch the 2nm prototype, and in order to attract well-known customers, including Nvidia, offer lower prices.

CTOnews.com learned from the report that Qualcomm's next generation of flagship chips will use Samsung's "SF2" (2nm) process. As the first company in the world to mass-produce 3nm (SF3) chips last year, Samsung was also a pioneer in the use of a new fully surrounded gate (GAA) transistor architecture.

Samsung said, "We have fully deployed and can mass-produce SF2 in 2025. Since we are the first company to enter and transform the GAA architecture, we hope that the progress from SF3 to SF2 will be relatively smooth."

However, according to industry insiders, the yield of Samsung's most basic 3nm chip is only 60%, far lower than customer expectations, and it is also unable to control Apple's A17 Pro or Nvidia GPU chip very well, and the yield will decline further after the complexity increases.

Global giants such as Qualcomm and Nvidia follow diversified foundry strategies, but still rely heavily on TSMC. Earlier, Colette Kress, Nvidia's chief financial officer, hinted at UBS's global technology conference that Nvidia might consider letting Intel produce its next-generation chips, possibly breaking away from its exclusive partnership with TSMC on AI chips.

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